The professional will act as a solution tester and integrator, combining knowledge of Partnership Tax with technical competence. This role will have the opportunity to drive and enhance the overall firm-wide strategy around tax process standardization and effective use of tax technology tools to support the tax practice across service lines.

Responsibilities:

- Proactively evaluate current tax technology and processes and implement transformative solutions

- Serve as a liaison between the Tax and Information Technology departments improving the understanding of the tax departments process improvement/information technology needs, goals, and challenges.

- Translate conceptual user requirements into functional requirements in a clear manner to the enterprise information technology team.

- Documenting process workflows, current and future state.

- Build business cases, identify key stakeholders, and lead presentations with leadership

- Translate a goal/vision into a timeline with deliverables: Manage relationships to track and monitor workstream(s) progress, ensure timely reporting of milestone and dependency status, monitor risks and issues to escalate to leadership, and execute day-to-day project management activities across the transformation lifecycle of initiate, plan, and execute.

- Develop and deliver training on new technology and processes.

Basic qualifications for the opportunity:

- Bachelor's degree in Accounting, Business Administration, Business Management, Computer Science, or related field preferred. MBA is preferred.

- 5 + years of experience (4 years in Technology space and 1-2 years on compliance side as well within the 5 years complete period)

- 4 + years of tax technology/transformation experience (financial services and/or real estate) with a public accounting firm or large global corporation.

- 2+ years of tax compliance experience in the corporate, financial services or individual/private wealth advisory industry.

- Experience with tax software tools, Thomson Reuters Go-Systems, CCH Axcess, OneSource

- Experience in working with software developers to communicate business requirements.

- Demonstrated experience in project ownership, and ability to drive outcomes from inception until full business value.

- Demonstrated experience in gathering business requirements for technology implementations/process improvements.

- Experience documenting end-to-end processes using tools such as Visio, Alteryx

- Advance experience with Excel is required

Ideally, you'll also have:

- Exposure to Microsoft Power BI suite, the development of databases. Bots, RPA, and experience developing ETL solutions.

- Proficiency or knowledge in some or all of the following: Power Query, Power BI/Tableau, Alteryx, Excel, data modelling, dashboarding, data pre-processing, application integration techniques, SharePoint development, VBA, SSIS, SQL.

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Posted By

Neeta Dayal

Client Account and Talent Acquisition Manager at ARR Recruitment Solutions Private Limited

Last Active: 27 October 2025

Job Views:
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Applications: 6

Recruiter Actions: 0

Posted in

Banking & Finance